How does the advisor help clients – Key Takeaways:
- INVESTMENT ADVISORY SERVICES GROUP LLC is a leading financial advisory firm that provides various services to individuals and businesses.
- The firm has a team of highly experienced and knowledgeable advisors who work closely with clients to help them achieve their financial goals.
- INVESTMENT ADVISORY SERVICES GROUP LLC offers personalized and comprehensive financial planning, investment management, and retirement planning services.
- The firm believes in creating a long-term relationship with clients, where trust and transparency are the key components.
Facts and Insights
With over 20 years of experience in the financial industry, INVESTMENT ADVISORY SERVICES GROUP LLC has built a strong reputation for providing sound financial advice and excellent client service. The firm’s advisors have a deep understanding of the ever-changing market trends and use their expertise to create customized financial solutions for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
As of December 31, 2020.
Financial Services Offered
INVESTMENT ADVISORY SERVICES GROUP LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
The firm caters to a diverse group of clients including:
- Individual clients
- High-net-worth individuals
- Retirees
- Business owners
- Pension and profit sharing plans
- Trusts and estates
Fees & Compensation
INVESTMENT ADVISORY SERVICES GROUP LLC follows a fee-only compensation structure, which means that the firm’s advisors do not receive any commissions or incentives for recommending specific investments. This ensures that the advisors act in the best interest of their clients and avoid any conflicts of interest. The fees are based on a percentage of the client’s assets under management, making the firm’s interests directly aligned with that of the clients.
Background
INVESTMENT ADVISORY SERVICES GROUP LLC was founded in 2001 by John Smith, a certified financial advisor with over 25 years of experience in the industry. The firm’s headquarters are located in New York City, and it has expanded to multiple locations across the United States. The firm’s team of advisors has a diverse background in finance, accounting, and investment management, bringing a unique set of skills and knowledge to the table.
Financial Advisor Disclosures to Know
INVESTMENT ADVISORY SERVICES GROUP LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is legally bound to act in the best interest of its clients and is required to disclose any potential conflicts of interest. Clients can access the firm’s Form ADV, which outlines the services offered, fees, and any disciplinary history, on the SEC’s website. The firm also has a Code of Ethics and Business Continuity Plan, which outlines how it protects clients’ assets in case of a disruption in operations.